Filed January 22, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,843 | $101,499-1.6% | $147,005-32.1% | $74,546+33.9% |
| Participation rate | 61.8% | 75.5%-13.8pp | 82.2%-20.4pp | 67.2%-5.4pp |
| Annual return | 16.27% | 8732.34%-8716.1pp | 418.76%-402.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $1,993 | $3,811-47.7% | $4,934-59.6% | $2,624-24.1% |
| Participant deferral / active EE | $4,864 | $7,304-33.4% | $8,070-39.7% | $4,347+11.9% |
| Admin fee / account holder | $2,007 | $1,748+14.8% | $13,006-84.6% | $1,944+3.3% |